For its Denali AI platform, introduced in October, Orion aims to "build in skills from Anthropic and from others to make our platform one that is able to be responsive and is cutting down the five to ...

JPMorgan Chase plans to cut 120 jobs in Jersey City, New Jersey, effective May 3, according to a recent notice. The cuts were reported in a Worker and Retraining Notification Act notice posted this ...

Researchers divided the median real-estate tax payment by the median home price in each state. Then they used the resulting rates to find the dollar amount paid as real estate tax on a house worth ...

Thus, the median net worth across the United States ranges from $62,500 to nearly $700,000, according to the latest U.S. Census Bureau data. And those assets are allocated differently as well, which ...

Crossmark Global Investments CEO Bob Doll sees similarities between today's elevated U.S. equity market, which has been fueled by massive tech stocks tied to AI technology, and the 1999-2000 dot-com ...

For annuity issuers and other financial institutions, liquidity is "being able to easily enter or exit a position in a security at or near the current market value of the security," according to a new ...

We asked advisors to share what they've told, or would tell, clients who decide to become do-it-yourselfers when it comes to managing their portfolios. Here are emailed responses from five financial ...

Jeffrey Cutter and his firm failed to disclose significant upfront commissions and other conflicts of interest, a jury found.

One in 10 CFPs is based in California, according to the research. As of early 2026, the Golden State had the most CFPs with 10,868 certificants, with an estimated 3,628 consumers available to each one ...

The Financial Industry Regulatory Authority arbitrators, in a decision posted Tuesday, found Fidelity liable for nearly $1.29 million in damages and about $19,000 in fees, with one client family due ...

New legislation, the Permanent Tax Relief for Seniors Act, would make permanent the $6,000 deduction for seniors, which expires in 2028. The bill was introduced by Rep. Mariannette Miller-Meeks, ...

Merrill has accused Dynasty, Schwab and former senior employees of raiding a $129 billion unit to start an RIA.